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Role directory

SMF16
Wealth managers
Showing 50 newest active appointments

SMF16s at wealth managers

Recent active SMF16 appointments at firms classified as wealth managers.

What SMF16 means

SMF16 is the FCA-approved senior manager with formal accountability for overseeing the firm's compliance with FCA rules and wider regulatory obligations, including the design and effectiveness of the compliance framework and monitoring.

It exists to give the FCA a single, clearly identifiable person responsible for managing regulatory and conduct risk, advising senior leadership, and ensuring issues are investigated, remediated, and notified where required.

Latest active appointments

Mr Stephen Holmes

SMF16 Compliance Oversight

Active since 24 June 2026
MiFID
FRN 1036078
Investment and advice, Wealth/investment advisor

Firm

PLU Wealth (UK) Ltd

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Mr David Paul Horowitz

SMF16 Compliance Oversight

Active since 23 June 2026
FRN 1050134
Investment and advice, Wealth/investment advisor

Firm

Gerald Edelman Wealth Limited

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Mrs Hayley Jaggers

SMF16 Compliance Oversight

Active since 22 June 2026
FRN 1049218
Investment and advice, Wealth/investment advisor

Firm

Automatic Enrolment Solutions Limited

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Mr Gary Slater

SMF16 Compliance Oversight

Active since 17 June 2026
FRN 1037887
Investment and advice, Wealth/investment advisor

Firm

Pegasus Wealth Limited

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Mr Christopher Patrick Morrison

SMF16 Compliance Oversight

Active since 8 June 2026
FRN 956001
Investment and advice, Wealth/investment advisor

Firm

MGY Management Services Limited

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Mr Paul James Saville

SMF16 Compliance Oversight

Active since 2 June 2026
FRN 1035542
Investment and advice, Holistic financial planner

Firm

One Financial Solutions Limited

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Mr Keith Hamish Miller

SMF16 Compliance Oversight

Active since 1 June 2026
FRN 1040243
Investment and advice, Holistic financial planner

Firm

Capital Managers Financial Planning Ltd

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Mr Jeffrey Grantham

SMF16 Compliance Oversight

Active since 22 May 2026
FRN 1031126
Investment and advice, Wealth/investment advisor

Firm

Smailes Goldie Financial Management Limited

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Mr Christopher Paul Griffith Welsh

SMF16 Compliance Oversight

Active since 21 May 2026
MiFID
FRN 1038453
Investment and advice, Wealth manager

Firm

Universum Wealth Ltd

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Mr Paul Benjamin Buckley

SMF16 Compliance Oversight

Active since 19 May 2026
FRN 1041612
Investment and advice, Holistic financial planner

Firm

Buckley Financial Services Limited

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Mr Blaise Peter Davies

SMF16 Compliance Oversight

Active since 18 May 2026
FRN 1038022
Investment and advice, Wealth/investment advisor

Firm

Neptune Wealth Management Limited

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Mr Finlay Grant Stewart MacLennan

SMF16 Compliance Oversight

Active since 14 May 2026
FRN 1043999
Investment and advice, Wealth/investment advisor

Firm

Maclennan Wealth Management Ltd

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Iain Colquhoun

SMF16 Compliance Oversight

Active since 23 April 2026
MiFID
FRN 936901
Investment and advice, Wealth manager

Firm

Swix Family Office UK Limited

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Rene Levesley

SMF16 Compliance Oversight

Active since 23 April 2026
FRN 1044275
Investment and advice, Holistic financial planner

Firm

Embedded Advice Limited

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Mr Matthew Paveley

SMF16 Compliance Oversight

Active since 15 April 2026
FRN 1024155
Investment and advice, Wealth/investment advisor

Firm

Citadel Financial Solutions Limited

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Mr Michael John Oliver Toole

SMF16 Compliance Oversight

Active since 10 April 2026
FRN 1037186
Investment and advice, Holistic financial planner

Firm

Real Wealth Partners Ltd

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Mr Peter James Blackhall

SMF16 Compliance Oversight

Active since 9 April 2026
FRN 1041297
Investment and advice, Holistic financial planner

Firm

THE FULL PICTURE FINANCIAL PLANNING LIMITED

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Mr Alexander William Edward Lane

SMF16 Compliance Oversight

Active since 7 April 2026
FRN 1029543
Investment and advice, Wealth/investment advisor

Firm

Fellmont Wealth Ltd

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Mrs Gillian Elizabeth Hibbard

SMF16 Compliance Oversight

Active since 2 April 2026
FRN 1032413
Investment and advice, Wealth manager

Firm

Indaba Wealth Management Limited

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Mr David Christopher Hedge

SMF16 Compliance Oversight

Active since 1 April 2026
FRN 1044115
Investment and advice, Holistic financial planner

Firm

Active Financial Advisers Ltd

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Mr Neil Richard Emburey

SMF16 Compliance Oversight

Active since 1 April 2026
FRN 1043416
Investment and advice, Wealth/investment advisor

Firm

Embers Wealth Management Ltd

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Mr Benjamin Christian Kennedy Smaje

SMF16 Compliance Oversight

Active since 1 April 2026
FRN 1037841
Investment and advice, Holistic financial planner

Firm

Kennedy Black Wealth Management Ltd

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Matthew Robert Tumbridge

SMF16 Compliance Oversight

Active since 1 April 2026
FRN 1033963
Investment and advice, Wealth/investment advisor

Firm

Matthew Tumbridge Financial Advice Ltd

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Ms Jasmine Mazza

SMF16 Compliance Oversight

Active since 24 March 2026
FRN 1040342
Investment and advice, Wealth manager

Firm

Heritage Holdings Partners Limited

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Mr Douglas James Ryan

SMF16 Compliance Oversight

Active since 23 March 2026
FRN 1037555
Investment and advice, Wealth/investment advisor

Firm

Castri WM Limited

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Mrs Sarah Grimley

SMF16 Compliance Oversight

Active since 9 March 2026
FRN 1039199
Investment and advice, Holistic financial planner

Firm

Totality Wealth Limited

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Mr Nicholas Ian Roe

SMF16 Compliance Oversight

Active since 9 March 2026
MiFID
FRN 1037129
Investment and advice, Wealth manager

Firm

LAMBOURN CAPITAL LTD

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Mr Martin Harvey

SMF16 Compliance Oversight

Active since 4 March 2026
FRN 1034060
Investment and advice, Wealth/investment advisor

Firm

Envision Financial Planning Ltd

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Ms Myriam Zandonini

SMF16 Compliance Oversight

Active since 3 March 2026
MiFID
FRN 1032106
Investment and advice, Wealth manager

Firm

ACG Advisors Group (UK) Limited

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Mr Martin Botha

SMF16 Compliance Oversight

Active since 3 March 2026
FRN 1031752
Investment and advice, Holistic financial planner

Firm

Wealth Max Limited

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Mr Richard Derek Clayton

SMF16 Compliance Oversight

Active since 25 February 2026
FRN 1039223
Investment and advice, Holistic financial planner

Firm

Old Royle Wealth Management Limited

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Mr Darren Ross Hopkins

SMF16 Compliance Oversight

Active since 20 February 2026
FRN 1036161
Investment and advice, Wealth/investment advisor

Firm

Richstone Park Financial Planning Limited

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Mr Gidon Jonathan Said

SMF16 Compliance Oversight

Active since 6 February 2026
MiFID
FRN 984287
Investment and advice, Wealth manager

Firm

Novara Wealth Ltd

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Mr Ian Stuart Else

SMF16 Compliance Oversight

Active since 4 February 2026
FRN 1036610
Investment and advice, Holistic financial planner

Firm

4 Financial Planning Ltd

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Mr John Chadwick

SMF16 Compliance Oversight

Active since 20 January 2026
FRN 1035073
Investment and advice, Holistic financial planner

Firm

Blackwood Financial Planning Limited

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Mrs Rebecca Elicia Standeven

SMF16 Compliance Oversight

Active since 19 January 2026
FRN 1041953
Investment and advice, Holistic financial planner

Firm

Dr David Smith Financial Services Ltd

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Mr Christopher Richard Philcox

SMF16 Compliance Oversight

Active since 15 January 2026
FRN 1036461
Investment and advice, Wealth/investment advisor

Firm

Clearly Independent Financial Planning LTD

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Mr Kristopher Martin Dabner

SMF16 Compliance Oversight

Active since 7 January 2026
FRN 1032694
Investment and advice, Holistic financial planner

Firm

KMD Financial Planning LLP

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Francis Keith Jarman

SMF16 Compliance Oversight

Active since 6 January 2026
MiFID
FRN 933488
Investment and advice, Holistic financial planner

Firm

Renaissance Financial Ltd

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Mr Christopher Robert Bradley

SMF16 Compliance Oversight

Active since 5 January 2026
FRN 1018764
Investment and advice, Wealth/investment advisor

Firm

My Time Pension Limited

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Mr Andrew Mark Fouracres

SMF16 Compliance Oversight

Active since 1 December 2025
FRN 1033886
Investment and advice, Wealth/investment advisor

Firm

Anand Rathi Wealth UK Limited

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Mr Daniel Nicholas Salt

SMF16 Compliance Oversight

Active since 26 November 2025
FRN 1023214
Investment and advice, Wealth manager

Firm

Apeiron Wealth Management Limited

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Mr Stuart Clark MacDonald

SMF16 Compliance Oversight

Active since 20 November 2025
FRN 1023504
Investment and advice, Wealth manager

Firm

RSQ WEALTH MANAGEMENT LIMITED

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Stephen Martin Middleton

SMF16 Compliance Oversight

Active since 17 November 2025
FRN 1038396
Investment and advice, Wealth/investment advisor

Firm

L&T Capital Investment Ltd

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Mr Kyran Charles Roberts

SMF16 Compliance Oversight

Active since 3 November 2025
FRN 1023412
Investment and advice, Holistic financial planner

Firm

Affinity Financial Management Limited

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Mr Graeme James Bone

SMF16 Compliance Oversight

Active since 3 November 2025
FRN 1017317
Investment and advice, Wealth manager

Firm

Pathfinder Wealth Management Ltd

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Garry Mark Appleton

SMF16 Compliance Oversight

Active since 31 October 2025
MiFID
FRN 922882
Investment and advice, Wealth manager

Firm

Flying Colours Investment Management Limited

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Mr Michael Charles Abbott

SMF16 Compliance Oversight

Active since 23 October 2025
FRN 1032712
Investment and advice, Wealth/investment advisor

Firm

Silverhall Wealth Limited

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Mr Jeremy Simon Brett

SMF16 Compliance Oversight

Active since 22 October 2025
FRN 1023998
Investment and advice, Wealth/investment advisor

Firm

Brett Investment Limited

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Mr John Corcoran

SMF16 Compliance Oversight

Active since 21 October 2025
FRN 1002114
Investment and advice, Wealth/investment advisor

Firm

WESTMINSTER WISE LIMITED

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